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Manager record

Smallwood Wealth Investment Management, LLC

Red Bank, NJ · CIK 1921304 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$236.82MReported 13F valueQ3 2026 · as filed
613Holdings listed
+3.5%vs prior quartervalue change includes market moves
5Quarters on record
Oct 30Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $371.6M$371.6MQ3 20251,098 holdingsQ4 2025: $191.0M$191.0MQ4 2025521 holdingsQ1 2026: $189.7M$189.7MQ1 2026527 holdingsQ2 2026: $228.9M$228.9MQ2 2026529 holdingsQ3 2026: $236.8M$236.8MQ3 2026613 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 30 2026 13F-HR · period Q3 2026

$236.82M · 613 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$228.88M · 529 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$189.74M · 527 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$191.05M · 521 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$196.35M · 530 holdings listed · View original SEC filing ↗
Oct 03 2025 13F-HR · period Q3 2025

$175.26M · 568 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 30, 2026 · Change methodology